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PerformancePoint 2007: Installing Planning Server : Page 3

Building more intelligent dashboards for businesses is a great idea; however, getting the software installed can be a showstopper. Find out how to install Planning Server, one of several installations required to get PerformancePoint working.

Installing Planning Server
Planning Server consists of the following components:

  • Planning Web Service: Planning Web service for Planning Business Modeler and PerformancePoint Add-in for Excel.
  • Planning Process Service: Planning Process service that is used to process jobs and workflow.
  • PerformancePoint Planning Remote Administration Console: Planning Administration Console service that is used to administer the Planning and Processing Web Services. Planning Administration Console can be used remotely or locally.
  • PerformancePoint Planning System and Service Databases: Databases used by all Planning servers.
  • PerformancePoint Planning Application and Staging Databases: Databases used by a planning application.
Next, I glance over the Planning Server Prerequisites listed on this page, and don't see any showstoppers for my hardware configuration. I visit the software prerequisites page and see the following:

  • Windows Server 2003 with Service Pack 1 (SP1), Standard Edition
  • Microsoft Windows XP Professional with Service Pack 2 (SP2)
  • Microsoft Office 2003 with Service Pack 2 (SP2)
  • SQL Server 2005 with Service Pack 2 (SP2), Enterprise Edition
  • A cumulative update has been released for SQL Server 2005 SP2. This update is called "Cumulative update package 3 for SQL Server 2005 SP2" and is also known as build 3186. All Analysis Services computers in your PerformancePoint Server environment must have this update applied prior to your Planning Server installation.
  • Windows Installer 3.1
  • Microsoft .NET Framework 2.0
  • Microsoft Internet Information Services 6.0 (IIS)
  • Microsoft ASP.NET 2.0
OK, so now I'm getting itchy and just want to install the software, so I jump to "Installing and Configuring Required Planning Server Software." I'd like to get the stand-alone configuration working, since it's only a test environment. Another click takes me to "Installing Planning Server," which says, "You must configure the following four components:"

  • Planning Server databases
  • Planning Process Service
  • Planning Web Service
  • Planning Administration Console
Figure 6. PerformancePoint Installation Screen: After meeting the prerequisites, select the Planning Server installation to get started.
Sounds good…so I then click on Install Planning Server on a stand-alone computer. Looks like I can finally install the software!

  1. I map my VMWare SQL Server CD drive to the ISO (en_office_performancepoint_server_2007_x86_cd_X14-00932.iso) and get the install screen (see Figure 6).
  1. I click on Install Planning Server. I accept the licensing terms, click Next.
  2. I select the default installation path, click Next, then click Install, and the install starts.
  3. The install finishes in 30 seconds or so and I am given a check box option to "Run the Planning Server Configuration Manager Wizard." I leave it selected and click Finish.
  4. The Planning Server Configuration Manager Wizard (see Figure 7) opens, and I click Next.
Figure 7. Planning Server Configuration Manager: By the time you've reached this screen you should have already installed any prerequisites, but the wizard will validate your setup to ensure you have everything.
Figure 8. Planning Server Configuration Manager: Here are the results of the prerequisites check.

  1. The Wizard checks to make sure all the prerequisites are met (see Figure 8), which in this case they are (all that prep work paid off so far) and I click Next.
  1. On the Installation options page, I leave the "Standalone Configuration" circle checked (see Figure 9) and then click Next.
Figure 9. Planning Server Configuration Manager: Select the Standalone configuration for a "simple" lab environment.
Figure 10. Planning Server Configuration Manager: Specify your SQL server. For a lab environment, simply choose "Create databases for Planning Server."

Figure 11. Planning Server Configuration Manager: Insert the appropriate domain and user name for the Global Administrator account.
  1. On the Databases page, I leave the default settings (see Figure 10). The page correctly identifies my SQL server as ABCSQL01 and tells me that the databases will be created. I click Next.
  1. On the Global Administrator account page (see Figure 11) I keep the Domain (ABC), and the User Name (Administrator), for the Global Administrator account and click Next. In a production environment I'd probably want to designate a specialized administrator to this role.

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